iShares Ibonds Dec 2027 TermIBTHETF
13F holders, Q1 2026 (March 31)314holders +14
32new positions
14sold out
2famous investors
$22.43avg. 13F price*
At the end of Q1 2026, 314 institutions reported holding iShares Ibonds Dec 2027 Term (IBTH) in their 13F filings, up 14 from Q4 2025. 32 opened new positions and 14 sold out. The largest holders were HM Payson & Co. ($151.6M), Bank of America Corp. ($84.5M) and Morgan Stanley ($83.2M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2027 Term
- CUSIP
- 46436E841
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $34.5M |
| Exits | 14 | $20.1M |
All 13F filers, Q4 2025 → Q1 2026: 10,771,630 shares bought and 2,962,686 shares sold, net +7,808,944 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 314 holders
| HM Payson & Co. | 2.19% | Reduce -9.1% | 6,756,711 | $151.6M |
| Bank of America Corp. | 0.01% | Add +7.0% | 3,767,638 | $84.5M |
| Morgan Stanley | 0.01% | Add +2.9% | 3,708,002 | $83.2M |
| GLOBALT Investments LLC / GA | 2.40% | Add +6.0% | 2,998,377 | $67.3M |
| NorthCoast Asset Management LLC | 1.37% | Add +35.9% | 2,637,447 | $59.2M |
| Wells Fargo & Company | 0.01% | Reduce -1.0% | 2,491,035 | $55.9M |
| Mercer Global Advisors Inc. | 0.08% | Add +8.3% | 2,467,661 | $55.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +198.0% | 1,901,070 | $42.6M |
| Raymond James Financial Inc. | 0.01% | Add +8.1% | 1,874,584 | $42.0M |
| LPL Financial LLC | 0.01% | Add +3.7% | 1,811,146 | $40.6M |
| NewEdge Advisors, LLC | 0.14% | Reduce -0.1% | 1,741,940 | $39.1M |
| Brookstone Capital Management | 0.44% | Add +1.1% | 1,720,033 | $38.6M |
| UBS Group AG | 0.01% | Add +32.5% | 1,699,627 | $38.1M |
| TRUE Private Wealth Advisors | 3.59% | Reduce -13.9% | 1,678,023 | $37.6M |
| United Capital Financial Advisors, LLC | 0.20% | Add +19.9% | 1,481,203 | $33.2M |
| Focus Partners Wealth | 0.04% | Reduce -0.3% | 1,405,276 | $31.5M |
| Integrated Wealth Concepts LLC | 0.23% | Add +14.1% | 1,313,543 | $29.5M |
| Stratos Wealth Advisors, LLC | 1.78% | Add +60.5% | 1,287,702 | $28.9M |
| Connecticut Wealth Management, LLC | 1.17% | Add +490.1% | 1,240,205 | $27.8M |
| Financial Advisory Corp | 3.76% | Add +25.6% | 1,205,677 | $27.0M |
| Merit Financial Group, LLC | 0.20% | Add +1.5% | 1,187,645 | $26.6M |
| Stratos Wealth Partners, LTD. | 0.27% | Add +3.0% | 1,047,678 | $23.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.31% | Add +36.3% | 941,755 | $21.1M |
| Capital Investment Advisors, LLC | 0.30% | Reduce -1.1% | 900,558 | $20.2M |
| Journey Advisory Group, LLC | 1.68% | Add +2.6% | 872,105 | $19.6M |
| OneAscent Financial Services LLC | 0.99% | New | 813,004 | $18.2M |
| MKT Advisors LLC | 6.03% | Add +3.0% | 804,133 | $18.0M |
| Denver PWM, LLC | 5.95% | Add +3.9% | 772,699 | $17.3M |
| Asset Advisors Investment Management, LLC | 1.60% | Add +5.0% | 745,721 | $16.7M |
| Carnegie Investment Counsel | 0.32% | Add +20.6% | 734,551 | $16.5M |
| Titleist Asset Management, LLC | 1.16% | Add +61.3% | 686,345 | $15.4M |
| BlackRock, Inc. | 0.00% | Add +138.1% | 673,518 | $15.1M |
| Fulton Bank, N.A. | 0.50% | Add +73.2% | 632,365 | $14.2M |
| Osaic Holdings, Inc. | 0.02% | Add +2.3% | 614,994 | $13.8M |
| MV Capital Management, Inc. | 1.33% | Reduce -8.2% | 605,306 | $13.6M |
| Royal Bank of Canada | 0.00% | Reduce -2.8% | 595,791 | $13.4M |
| Krilogy Financial LLC | 0.42% | Add +5.5% | 587,025 | $13.2M |
| Cwm, LLC | 0.03% | Add +3.8% | 562,325 | $12.6M |
| Wealth Management Strategies, Inc. | 5.45% | Add +4.3% | 537,218 | $12.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +18.4% | 536,682 | $12.0M |
| Shelton Wealth Management, LLC | 4.51% | Add +18.0% | 456,390 | $10.2M |
| Sanctuary Advisors, LLC | 0.05% | Add +12.4% | 429,045 | $9.6M |
| Chatham Capital Group, Inc. | 1.36% | Reduce -9.3% | 418,786 | $9.4M |
| Apella Capital, LLC | 0.14% | Add +4.1% | 410,722 | $9.2M |
| BIP Wealth, LLC | 0.37% | Add +30.1% | 408,299 | $9.2M |
| Baird Financial Group, Inc. | 0.01% | Add +47.0% | 391,510 | $8.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +15.8% | 374,080 | $8.4M |
| Delta Wealth Advisors LLC | 6.37% | Add +7.6% | 372,920 | $8.4M |
| Eight 31 Financial, LLC | 4.82% | Reduce -2.4% | 355,656 | $8.0M |
| Hilltop Holdings Inc. | 0.71% | Add +60.6% | 349,939 | $7.8M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +0.6% | 342,239 | $7.7M |
| L2 Asset Management, LLC | 0.69% | Add +1120.8% | 316,392 | $7.3M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -5.6% | 323,811 | $7.3M |
| Northstar Group, Inc. | 1.06% | Add +3.6% | 323,479 | $7.3M |
| Flavin Financial Services, Inc. | 4.85% | Add +1.7% | 321,631 | $7.2M |
| Fagan Associates, Inc. | 0.94% | Reduce -1.4% | 300,552 | $6.7M |
| Ameriprise Financial Inc. | 0.00% | Add +6.1% | 290,605 | $6.5M |
| Stifel Financial Corp. | 0.01% | Reduce -5.8% | 274,896 | $6.2M |
| Boston Family Office LLC | 0.41% | Add +5.2% | 272,733 | $6.1M |
| Rebalance, LLC | 0.35% | Add +1.3% | 270,646 | $6.1M |
| Midwest Professional Planners, LTD. | 1.40% | Add +29.0% | 264,689 | $5.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +1.7% | 247,188 | $5.5M |
| Independent Advisor Alliance | 0.06% | Add +1231.0% | 242,226 | $5.4M |
| Asset Dedication, LLC | 0.38% | Add +22.1% | 241,854 | $5.4M |
| Leavell Investment Management, Inc. | 0.22% | Add +21.8% | 237,567 | $5.3M |
| Stockman Wealth Management, Inc. | 0.57% | Add +8.6% | 228,160 | $5.1M |
| Belpointe Asset Management LLC | 0.19% | Add +69.4% | 227,847 | $5.1M |
| Truist Financial Corp. | 0.01% | Add +23.6% | 224,754 | $5.0M |
| Old Port Advisors | 1.13% | Reduce -33.2% | 219,098 | $4.9M |
| Atlantic Private Wealth, LLC | 3.07% | Add +7.0% | 209,413 | $4.7M |
| Parkside Financial Bank & Trust | 0.35% | No change | 200,311 | $4.5M |
| Legacy Private Trust Co. | 0.28% | Reduce -14.9% | 199,515 | $4.5M |
| Eldridge Investment Advisors, Inc. | 0.97% | Add +75.8% | 198,274 | $4.4M |
| Captrust Financial Advisors | 0.01% | Add +2.7% | 196,100 | $4.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -3.4% | 192,190 | $4.3M |
| CENTRAL TRUST Co | 0.08% | Reduce -24.9% | 189,712 | $4.3M |
| Cetera Investment Advisers | 0.00% | Add +1.9% | 189,208 | $4.2M |
| D.A. Davidson & Co. | 0.03% | Add +5.8% | 183,480 | $4.1M |
| Signaturefd, LLC | 0.06% | Reduce -1.3% | 168,913 | $3.8M |
| Accretive Wealth Partners, LLC | 1.02% | Add +4.9% | 160,695 | $3.6M |
| Portland Global Advisors LLC | 0.38% | Add +13.1% | 160,668 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -42.6% | 159,531 | $3.6M |
| Probity Advisors, Inc. | 0.54% | Reduce -37.0% | 151,562 | $3.4M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +1.9% | 147,191 | $3.3M |
| Gradient Investments LLC | 0.05% | Reduce -13.0% | 146,609 | $3.3M |
| Park Avenue Securities LLC | 0.03% | Reduce -57.1% | 144,958 | $3.3M |
| Cornerstone Planning, LLC | 0.70% | New | 138,194 | $3.1M |
| MAI Capital Management | 0.02% | Add +17.0% | 137,335 | $3.1M |
| Allworth Financial LP | 0.01% | Reduce -0.2% | 135,985 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Add +2.0% | 135,771 | $3.0M |
| Lantz Financial LLC | 0.62% | Add +13.6% | 132,667 | $3.0M |
| SCS Capital Management LLC | 0.03% | Add +15.9% | 130,543 | $2.9M |
| Wealthspire Advisors, LLC | 0.02% | Add +4.3% | 129,461 | $2.9M |
| Valmark Advisers, Inc. | 0.03% | Add +2.5% | 127,011 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +13.7% | 125,939 | $2.8M |
| Parallel Advisors, LLC | 0.05% | Reduce -9.2% | 123,341 | $2.8M |
| Sei Investments Co. | 0.00% | New | 121,375 | $2.7M |
| Howland Capital Management LLC | 0.10% | Reduce -1.7% | 116,960 | $2.6M |
| Atria Investments, Inc | 0.03% | Add +2.8% | 114,709 | $2.6M |
| Centennial Advisors, LLC | 3.12% | Reduce -8.0% | 109,253 | $2.5M |
| Pinnacle Financial Partners, Inc. | 0.02% | Add +0.3% | 107,299 | $2.4M |
| Mechanics Bank Trust Department | 0.33% | No change | 106,000 | $2.4M |
| CreativeOne Wealth, LLC | 0.05% | Add +95.1% | 103,650 | $2.3M |
| TFR Capital, LLC. | 0.71% | Reduce -0.2% | 103,515 | $2.3M |
| Hughes Financial Services, LLC | 0.35% | Reduce -0.1% | 100,236 | $2.2M |
| Jim Saulnier & Associates, LLC | 1.07% | Add +0.6% | 97,965 | $2.2M |
| Thoroughbred Financial Services, LLC | 0.13% | Reduce -4.2% | 95,427 | $2.1M |
| Moulton Wealth Management, Inc. | 1.45% | New | 95,079 | $2.1M |
| Gould Asset Management LLC | 0.37% | Add +0.0% | 94,800 | $2.1M |
| Penobscot Investment Management Company, Inc. | 0.16% | Reduce -1.9% | 92,000 | $2.1M |
| Steelhead Wealth Management LLC | 1.04% | — | 91,611 | $2.1M |
| IFP Advisors, Inc | 0.04% | Reduce -6.2% | 89,404 | $2.0M |
| KOM Wealth Management Group, LLC | 1.31% | Add +13.5% | 85,746 | $1.9M |
| Associated Banc-Corp | 0.05% | Reduce -5.4% | 84,933 | $1.9M |
| Leo Wealth, LLC | 0.14% | Reduce -13.6% | 83,036 | $1.9M |
| Modern Wealth Management, LLC | 0.03% | Add +16.0% | 80,913 | $1.8M |
| Summitpoint Capital Management | 2.20% | — | 77,202 | $1.7M |
| Modera Wealth Management, LLC | 0.02% | Reduce -7.9% | 76,908 | $1.7M |
| Foundry Financial Group, Inc. | 0.83% | Reduce -6.3% | 74,487 | $1.7M |
| Cerity Partners LLC | 0.00% | Add +229.7% | 73,743 | $1.7M |
| Scissortail Wealth Management, LLC | 0.33% | Add +17.0% | 73,448 | $1.6M |
| KFG Wealth Management, LLC | 0.21% | Add +17.9% | 70,832 | $1.6M |
| Creative Planning | 0.00% | Add +36.4% | 70,127 | $1.6M |
| Mgo One Seven LLC | 0.03% | Add +18.0% | 68,654 | $1.5M |
| Montecito Bank & Trust | 0.25% | Reduce -2.4% | 68,127 | $1.5M |
| Klaas Financial Asset Advisors, LLC | 0.21% | Add +2.9% | 67,230 | $1.5M |
| Reliant Wealth Planning | 0.45% | Add +0.7% | 66,696 | $1.5M |
| Cannon Financial Strategists, Inc. | 0.19% | Add +0.5% | 64,583 | $1.4M |
| Compass Ion Advisors, LLC | 0.14% | Add +48.2% | 64,355 | $1.4M |
| Heartland Bank & Trust Co | 0.32% | No change | 63,532 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Add +5.6% | 62,945 | $1.4M |
| GTS Securities LLC | 0.05% | Add +199.2% | 59,940 | $1.3M |
| Avantax Planning Partners, Inc. | 0.04% | New | 59,890 | $1.3M |
| Kestra Advisory Services, LLC | 0.00% | Add +6.3% | 56,335 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -34.0% | 52,101 | $1.2M |
| Lido Advisors, LLC | 0.00% | Add +23.1% | 51,684 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -16.8% | 51,104 | $1.1M |
| SkyView Investment Advisors, LLC | 0.15% | No change | 50,000 | $1.1M |
| Fourth Dimension Wealth, LLC | 0.40% | Add +6.4% | 47,487 | $1.1M |
| Horizons Wealth Management | 0.71% | Add +2.3% | 47,322 | $1.1M |
| Riverchase Wealth Management, LLC | 0.55% | Add +1.0% | 46,994 | $1.1M |
| Barrett & Company, Inc. | 0.36% | Add +8.6% | 46,233 | $1.0M |
| Summit Wealth Partners, LLC | 0.16% | Reduce -0.0% | 45,924 | $1.0M |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 44,695 | $1.0M |
| Straight Path Wealth Management | 0.26% | Reduce -0.7% | 43,350 | $972K |
| Great Diamond Partners, LLC | 0.18% | Add +87.7% | 41,960 | $941K |
| Rossmore Private Capital | 0.08% | Add +17.1% | 41,190 | $924K |
| Granite Harbor Advisors, Inc. | 0.40% | Add +1.5% | 40,855 | $916K |
| Transcend Capital Advisors, LLC | 0.07% | No change | 40,050 | $898K |
| Dudley Capital Management, LLC | 0.39% | New | 39,325 | $882K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.5% | 38,983 | $874K |
| Phillips Financial Management, LLC | 0.06% | Add +107.8% | 38,638 | $867K |
| Chris Bulman Inc | 0.37% | Reduce -10.2% | 38,058 | $854K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +7.4% | 37,314 | $837K |
| Evexia Wealth LLC | 0.23% | Add +17.6% | 36,562 | $819K |
| 4J Wealth Management LLC | 0.46% | Reduce -0.9% | 36,151 | $811K |
| Duncker Streett & Co. Inc. | 0.15% | Add +43.9% | 36,106 | $810K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -1.5% | 34,632 | $777K |
| PSI Advisors, LLC | 0.19% | No change | 34,590 | $776K |
| Woodley Farra Manion Portfolio Management Inc. | 0.04% | Add +13.4% | 34,116 | $765K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +28.2% | 33,344 | $748K |
| Wick Capital Partners, LLC | 0.13% | Reduce -6.7% | 32,386 | $726K |
| Snowden Capital Advisors LLC | 0.02% | Add +2.2% | 32,203 | $722K |
| Element Wealth, LLC | 0.29% | Add +4.2% | 31,559 | $708K |
| Cibc World Market Inc. | 0.00% | Add +0.1% | 31,368 | $704K |
| Benjamin Edwards Inc. | 0.01% | Reduce -2.4% | 30,985 | $695K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -2.8% | 30,828 | $691K |
| Savvy Advisors, Inc. | 0.02% | Add +22.3% | 30,729 | $689K |
| Tableaux LLC | 0.33% | Reduce -72.8% | 29,946 | $672K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +9.2% | 29,508 | $662K |
| Johnson Investment Counsel Inc. | 0.01% | New | 29,035 | $651K |
| Koss-Olinger Consulting, LLC | 0.05% | Add +0.2% | 28,624 | $642K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.20% | Reduce -1.8% | 27,990 | $628K |
| Pinnacle Bancorp, Inc. | 0.18% | Add +2.5% | 27,865 | $625K |
| Harbour Investments, Inc. | 0.01% | Add +21.5% | 27,862 | $625K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.49% | No change | 27,039 | $606K |
| Conrad Siegel Investment Advisors, Inc. | 0.11% | Add +0.9% | 26,887 | $603K |
| Pure Financial Advisors, LLC | 0.01% | Add +5.0% | 26,626 | $597K |
| LBMC Investment Advisors, LLC | 0.04% | Add +50.8% | 26,400 | $592K |
| Jane Street Group, LLC | 0.00% | New | 26,177 | $587K |
| Essential Planning, LLC. | 0.18% | Reduce -1.5% | 25,759 | $578K |
| Simplicity Wealth,LLC | 0.03% | Reduce -0.1% | 25,453 | $571K |
| Madden Advisory Services, Inc. | 0.22% | Add +139.9% | 24,663 | $553K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -20.8% | 24,246 | $544K |
| Raab & Moskowitz Asset Management LLC | 0.12% | Add +69.3% | 24,142 | $542K |
| National Bank of Canada | 0.00% | Add +2.1% | 23,944 | $537K |
| Cambridge Financial Group, LLC | 0.18% | No change | 23,712 | $532K |
| Money Concepts Capital Corp. | 0.03% | Add +12.9% | 23,481 | $527K |
| Focused Wealth Management, Inc | 0.05% | Add +3.3% | 23,324 | $523K |
| Stonebridge Financial Group, LLC | 0.04% | No change | 23,267 | $522K |
| Chesley Taft & Associates LLC | 0.02% | Add +21.1% | 23,000 | $516K |
| World Investment Advisors | 0.01% | Add +23.3% | 22,960 | $515K |
| Mission Wealth Management, LP | 0.01% | New | 22,578 | $506K |
| National Philanthropic Trust | 0.01% | No change | 22,261 | $499K |
| AQR Capital Management | 0.00% | No change | 22,060 | $495K |
| Gilbert & Cook, Inc. | 0.06% | Reduce -17.5% | 22,025 | $494K |
| Beacon Financial Planning, Inc. | 0.19% | New | 21,979 | $493K |
| Daybright Advisory Services, Inc. | 0.13% | Add +0.6% | 20,822 | $467K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +94.3% | 20,537 | $461K |
| Farther Finance Advisors, LLC | 0.00% | Add +95.9% | 20,084 | $449K |
| Black Maple Capital Management LP | 0.34% | No change | 20,000 | $449K |
| Jacobi Capital Management LLC | 0.03% | Add +1.3% | 19,960 | $448K |
| Walleye Partners, LLC | 0.54% | Add +0.6% | 19,608 | $440K |
| Churchill Financial Advisors, LLC | 0.09% | New | 19,552 | $439K |
| Foundations Investment Advisors, LLC | 0.01% | Add +66.1% | 19,037 | $427K |
| First National Bank of Omaha | 0.01% | No change | 18,681 | $419K |
| Keeler Thomas Management LLC | 0.17% | Reduce -62.2% | 18,139 | $407K |
| Advisory Services Network, LLC | 0.01% | Add +7.2% | 18,036 | $405K |
| Basepoint Wealth LLC | 0.23% | New | 17,852 | $400K |
| Signature Wealth Management Group | 0.15% | No change | 17,511 | $393K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 17,511 | $393K |
| CFS Investment Advisory Services, LLC | 0.03% | Add +0.1% | 17,236 | $387K |
| Nottingham Advisors, Inc. | 0.05% | New | 17,000 | $381K |
| Smithbridge Asset Management Inc. | 0.05% | Reduce -50.0% | 16,400 | $368K |
| Black Swift Group, LLC | 0.06% | Add +1.4% | 16,375 | $367K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +3.7% | 16,369 | $367K |
| High Note Wealth, LLC | 0.07% | Add +21.7% | 16,206 | $364K |
| Alterna Wealth Management, Inc. | 0.27% | No change | 15,986 | $359K |
| Opus Capital Group, LLC | 0.04% | No change | 15,782 | $354K |
| Kestra Investment Management, LLC | 0.01% | Add +1.1% | 15,715 | $352K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.8% | 15,658 | $351K |
| Crews Bank & Trust | 0.05% | No change | 15,340 | $344K |
| Visionary Wealth Advisors | 0.02% | Reduce -0.2% | 15,256 | $342K |
| Trinity Wealth Management, LLC | 0.12% | No change | 15,152 | $340K |
| MLP3, LLC | 0.37% | Add +46.8% | 14,881 | $334K |
| Yoder Wealth Management, Inc. | 0.15% | No change | 14,600 | $327K |
| KPP Advisory Services LLC | 0.05% | Add +7.4% | 14,575 | $327K |
| Citadel Advisors | 0.00% | Reduce -54.5% | 14,541 | $326K |
| Liberty Wealth Management LLC | 0.04% | Add +0.5% | 14,150 | $317K |
| Towne Trust Company, N.A | 0.10% | Reduce -12.8% | 13,570 | $304K |
| Alessandra Capital Management, LLC | 0.26% | Add +35.0% | 13,500 | $303K |
| Autumn Glory Partners, LLC | 0.11% | Add +0.2% | 13,475 | $302K |
| Tower Bridge Advisors | 0.03% | New | 13,375 | $300K |
| Flow Traders U.S. LLC | 0.01% | New | 13,060 | $293K |
| DAVENPORT & Co LLC | 0.00% | New | 12,961 | $291K |
| Moneco Advisors, LLC | 0.02% | No change | 12,942 | $290K |
| Prospera Financial Services Inc | 0.00% | New | 12,931 | $290K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.0% | 12,747 | $286K |
| Alamar Capital Management, LLC | 0.17% | No change | 12,700 | $285K |
| CGN Advisors LLC | 0.02% | Add +20.8% | 12,687 | $285K |
| Hills Bank & Trust Co | 0.01% | Add +1.5% | 12,370 | $277K |
| Principal Securities, Inc. | 0.00% | Add +0.7% | 12,336 | $277K |
| WASHINGTON TRUST Co | 0.01% | No change | 12,294 | $276K |
| DecisionMap Wealth Management, LLC | 0.17% | No change | 11,799 | $265K |
| Blue Square Asset Management, LLC | 0.12% | Add +4.3% | 11,593 | $260K |
| World Equity Group, Inc. | 0.07% | Add +4.0% | 11,505 | $258K |
| Fifth Third Bancorp | 0.00% | Add +1050.0% | 11,500 | $258K |
| Resonant Capital Advisors, LLC | 0.01% | No change | 11,483 | $258K |
| Highland Financial Advisors, LLC | 0.07% | No change | 11,306 | $254K |
| Decker Wealth Management LLC | 0.06% | No change | 11,174 | $251K |
| Old Mission Investment Co LLC | 0.06% | New | 11,139 | $250K |
| Mascoma Wealth Management LLC | 0.05% | No change | 11,028 | $247K |
| Atwater Malick LLC | 0.07% | New | 10,940 | $245K |
| Schmidt P J Investment Management Inc. | 0.04% | New | 10,893 | $244K |
| Waverly Advisors, LLC | 0.00% | Reduce -4.5% | 10,752 | $241K |
| SageView Advisory Group, LLC | 0.01% | Add +60.4% | 10,635 | $239K |
| Guidance Point Advisors, LLC | 0.06% | Add +5.4% | 10,458 | $235K |
| McGuire Investment Group, LLC | 0.03% | Add +8.0% | 10,422 | $234K |
| Beese Fulmer Investment Management, Inc. | 0.01% | Add +1.0% | 10,356 | $232K |
| Trust Co | 0.02% | Add +0.3% | 10,193 | $229K |
| Mattern Capital Management, LLC | 0.03% | Reduce -18.0% | 10,100 | $227K |
| Carmel Capital Partners, LLC | 0.08% | No change | 10,000 | $224K |
| Cherry Tree Wealth Management, LLC | 0.05% | No change | 9,875 | $222K |
| Moseley Investment Management Inc. | 0.07% | No change | 9,739 | $218K |
| Dakota Wealth Management | 0.00% | No change | 9,335 | $209K |
| Composition Wealth, LLC | 0.00% | New | 9,262 | $208K |
| Berger Financial Group, Inc | 0.01% | No change | 9,223 | $207K |
| Milestone Asset Management, LLC | 0.04% | New | 9,203 | $206K |
| International Assets Investment Management, LLC | 0.01% | Reduce -9.8% | 8,245 | $184K |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.0% | 7,282 | $163K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 6,892 | $155K |
| Black Cypress Capital Management, LLC | 0.10% | Add +97.0% | 6,500 | $146K |
| Montag A & Associates Inc. | 0.01% | No change | 5,638 | $126K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 5,000 | $112K |
| Hara Capital LLC | 0.06% | Reduce -12.6% | 4,977 | $112K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 4,029 | $90K |
| CNB Bank | 0.04% | Reduce -1.0% | 4,003 | $90K |
| Costello Asset Management, INC | 0.03% | Reduce -16.4% | 3,942 | $88K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 3,555 | $80K |
| Aptus Capital Advisors, LLC | 0.00% | Add +19.0% | 3,359 | $75K |
| Spire Wealth Management | 0.00% | New | 3,328 | $75K |
| Bogart Wealth, LLC | 0.00% | Add +0.0% | 3,315 | $74K |
| AE Wealth Management LLC | 0.00% | Add +51.5% | 2,997 | $67K |
| 2UniFi Bank | 0.03% | No change | 2,747 | $62K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -28.6% | 2,646 | $59K |
| US Bancorp \de | 0.00% | No change | 2,371 | $53K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 2,263 | $51K |
| TD Capital Management LLC | 0.00% | Add +0.6% | 2,135 | $48K |
| Clearstead Trust, LLC | 0.01% | Add +54.5% | 2,045 | $46K |
| Bank of Montreal | 0.00% | Add +0.6% | 1,713 | $38K |
| Princeton Global Asset Management LLC | 0.00% | New | 1,335 | $30K |
| MCF Advisors LLC | 0.00% | No change | 1,301 | $29K |
| Eastern Bank | 0.00% | No change | 1,150 | $26K |
| Balentine LLC | 0.00% | No change | 1,124 | $25K |
| BankPlus Trust Department | 0.01% | No change | 1,057 | $24K |
| Clayton Financial Group LLC | 0.01% | Add +3.9% | 1,036 | $23K |
| Ascentis Independent Advisors | 0.00% | New | 1,000 | $22K |
| CoreCap Advisors, LLC | 0.00% | Reduce -2.3% | 963 | $22K |
| Robbins Farley | 0.01% | Reduce -35.3% | 904 | $20K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 862 | $19K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +0.5% | 791 | $18K |
| First PREMIER Bank | 0.00% | No change | 773 | $17K |
| Oakworth Capital, Inc. | 0.00% | No change | 699 | $16K |
| Blue Trust, Inc. | 0.00% | Reduce -72.5% | 653 | $15K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 601 | $13K |
| Root Financial Partners, LLC | 0.00% | New | 568 | $13K |
| Franklin Resources Inc. | 0.00% | No change | 456 | $10K |
| Gilpin Wealth Management, LLC | 0.01% | No change | 377 | $8K |
| Hyposwiss Advisors SA | 0.01% | No change | 300 | $7K |
| Larson Financial Group LLC | 0.00% | New | 53 | $1K |
| Lanark Financial, Inc. | 0.00% | New | 50 | $1K |
| FMR LLC | 0.00% | New | 34 | $771 |
| Aventura Private Wealth, LLC | 0.00% | No change | 5 | $112 |
| JPMorgan Chase & Co. | 0.00% | New | 1 | $22 |
"% of holder's portfolio" is IBTH's weight in each manager's 13F, not the share of iShares Ibonds Dec 2027 Term the manager owns.